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Business Intake & Conflicts Specialist (Laterals)

Full-time 6 views

Law Firm

San Diego, CA, United States

Business Intake & Conflicts Specialist (Laterals)

Legal Staff

Cooley LLP

Company Review

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Min 3 yrs required

Full-time

No

Business Intake & Conflicts Specialist (Laterals) - Full Time

Position Summary: Cooley, a leading law firm, is seeking a Business Intake & Conflicts Specialist (Laterals) to join our team. This position is responsible for ensuring the firm's compliance with ethical obligations and risk management policies, as well as assisting with onboarding new business, including clients, matters, timekeepers, and employees.

Responsibilities:

• Review and process incoming conflict check submissions for lateral attorneys, paralegals, and staff
• Maintain lateral candidate folders and update spreadsheets
• Communicate with recruiting, HR, and attorneys regarding lateral intake
• Monitor the BIC inbox and respond to inquiries regarding new business requests
• Process intake review queues and ensure accurate information for upload
• Assist with review and filing of waiver and engagement letters
• Provide training to new hires on systems and tasks
• Conduct research projects related to conflicts, operations, and corporate affiliations
• Assist with ethical screen database clean up
• Other duties as assigned or required

Requirements:

• 3+ years of experience in a similar role (. BIC department, legal secretary, paralegal, or executive assistant)
• Proficiency in Microsoft Office, iManage, and other firm applications
• Availability for overtime as needed
• Strong computer skills

Preferred:

• Bachelor's degree
• Paralegal certificate
• Experience in a law firm or professional services environment

Competencies:

• Excellent written and oral communication skills
• Strong organizational skills and attention to detail
• Ability to work independently and prioritize tasks
• Ability to thrive in a fast-paced environment
• Punctual and reliable

Salary Information: The expected hourly pay range for this position is - , depending on geographic location, experience, and skillset. Cooley also offers a competitive compensation and benefits package, including medical, dental, vision, life insurance, and paid time off.

Cooley is committed to fair and equitable employment practices and is an equal opportunity employer. We value diversity and inclusivity in our workplace. New employees will attend a detailed benefit orientation to learn more about our many benefits and resources.

H1: Join Cooley as a Business Intake & Conflicts Specialist (Laterals)
H2: Responsibilities and Requirements

Bullet Points:

• Review and process incoming conflict check submissions for lateral attorneys, paralegals, and staff
• Maintain lateral candidate folders and update spreadsheets
• Communicate with recruiting, HR, and attorneys regarding lateral intake
• Monitor the BIC inbox and respond to inquiries regarding new business requests
• Process intake review queues and ensure accurate information for upload
• Assist with review and filing of waiver and engagement letters
• Provide training to new hires on systems and tasks
• Conduct research projects related to conflicts, operations, and corporate affiliations
• Assist with ethical screen database clean up
• Other duties as assigned or required
• 3+ years of experience in a similar role (. BIC department, legal secretary, paralegal, or executive assistant)
• Proficiency in Microsoft Office, iManage, and other firm applications
• Availability for overtime as needed
• Strong computer skills
• Bachelor's degree (preferred)
• Paralegal certificate (preferred)
• Experience in a law firm or professional services environment (preferred)
• Excellent written and oral communication skills
• Strong organizational skills and attention to detail
• Ability to work independently and prioritize tasks
• Ability to thrive in a fast-paced environment
• Punctual and reliable
• Competitive compensation and benefits package
• Equal opportunity employer
• Commitment to diversity and inclusivity in the workplace

Not specified.

Medical, Health Savings Account, Dental, Vision, Flexible Spending Accounts, Commuter Benefits, Life Insurance, AD&D, Long-Term Care Coverage, Backup Care, Parental Support Benefits, Paid Time Off (PTO), Paid Holidays, Parental Leave, Fertility Benefits.

Not specified.

Microsoft Office, iManage, Legal Research, Policy and Procedure Drafting, Editing, Communication, Organizational, Attention to Detail, Prioritization, Time Management, Initiative.

Bachelor's degree (preferred), Paralegal certificate (preferred).

specific duties and responsibilities include, but are not limited to, the following:

position responsibilities:

primary laterals:

review incoming firm wide attorney, paralegal and staff conflict check submission forms
create lateral folders
update lateral spreadsheets
communicate with recruiting/hr, attorneys and other department members regarding lateral intake
help maintain cross-reference database
run conflict reports, as needed
run and clear contract attorneys, as needed

primary new business:

monitor the bic inbox and respond to secretary, practice team assistant and attorney inquiries regarding the status and state of their requests
communicate with secretaries, practice team assistant, attorneys and other business professionals regarding new business
run conflict reports, as needed

operations:

process and quality control assigned intake review queue’s ensuring accurate and complete information for upload
assist with the review and filing of waiver and engagement letters
complete final party linking, as assigned

other:

provide training to all bic new hires on various systems and tasks as necessary
lead and manage bic system and information clean-up projects, providing direction and guidance to temporary resources to carry out and complete respective projects
understand the american bar association (aba) model rules of professional conduct as adopted in each state in which the firm maintains an office, and jurisdictional differences in all states, countries and practice areas in which the firm conducts business
conduct research projects as assigned relating to conflicts of interest, operations and project issues
conduct research projects on corporate affiliations and corporate relatedness
assist with ethical screen database clean up
all other duties as assigned or required

Qualification and Experience Bachelor's degree (preferred), Paralegal certificate (preferred), 3+ years of relevant experience.

Legal

Aug 15, 2024
May 02, 2024
May 01, 2024

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Job Feedback

Law Firm

Legal Staff

USD
32 to 47
Hourly

Min 3 yrs required

Full-time

Legal

May 02, 2024

Aug 15, 2024

May 02, 2024

Profile

Business Intake & Conflicts Specialist (Laterals) - Full Time

Position Summary: Cooley, a leading law firm, is seeking a Business Intake & Conflicts Specialist (Laterals) to join our team. This position is responsible for ensuring the firm's compliance with ethical obligations and risk management policies, as well as assisting with onboarding new business, including clients, matters, timekeepers, and employees.

Responsibilities:

• Review and process incoming conflict check submissions for lateral attorneys, paralegals, and staff
• Maintain lateral candidate folders and update spreadsheets
• Communicate with recruiting, HR, and attorneys regarding lateral intake
• Monitor the BIC inbox and respond to inquiries regarding new business requests
• Process intake review queues and ensure accurate information for upload
• Assist with review and filing of waiver and engagement letters
• Provide training to new hires on systems and tasks
• Conduct research projects related to conflicts, operations, and corporate affiliations
• Assist with ethical screen database clean up
• Other duties as assigned or required

Requirements:

• 3+ years of experience in a similar role (. BIC department, legal secretary, paralegal, or executive assistant)
• Proficiency in Microsoft Office, iManage, and other firm applications
• Availability for overtime as needed
• Strong computer skills

Preferred:

• Bachelor's degree
• Paralegal certificate
• Experience in a law firm or professional services environment

Competencies:

• Excellent written and oral communication skills
• Strong organizational skills and attention to detail
• Ability to work independently and prioritize tasks
• Ability to thrive in a fast-paced environment
• Punctual and reliable

Salary Information: The expected hourly pay range for this position is - , depending on geographic location, experience, and skillset. Cooley also offers a competitive compensation and benefits package, including medical, dental, vision, life insurance, and paid time off.

Cooley is committed to fair and equitable employment practices and is an equal opportunity employer. We value diversity and inclusivity in our workplace. New employees will attend a detailed benefit orientation to learn more about our many benefits and resources.

H1: Join Cooley as a Business Intake & Conflicts Specialist (Laterals)
H2: Responsibilities and Requirements

Bullet Points:

• Review and process incoming conflict check submissions for lateral attorneys, paralegals, and staff
• Maintain lateral candidate folders and update spreadsheets
• Communicate with recruiting, HR, and attorneys regarding lateral intake
• Monitor the BIC inbox and respond to inquiries regarding new business requests
• Process intake review queues and ensure accurate information for upload
• Assist with review and filing of waiver and engagement letters
• Provide training to new hires on systems and tasks
• Conduct research projects related to conflicts, operations, and corporate affiliations
• Assist with ethical screen database clean up
• Other duties as assigned or required
• 3+ years of experience in a similar role (. BIC department, legal secretary, paralegal, or executive assistant)
• Proficiency in Microsoft Office, iManage, and other firm applications
• Availability for overtime as needed
• Strong computer skills
• Bachelor's degree (preferred)
• Paralegal certificate (preferred)
• Experience in a law firm or professional services environment (preferred)
• Excellent written and oral communication skills
• Strong organizational skills and attention to detail
• Ability to work independently and prioritize tasks
• Ability to thrive in a fast-paced environment
• Punctual and reliable
• Competitive compensation and benefits package
• Equal opportunity employer
• Commitment to diversity and inclusivity in the workplace



Qualification and Experience

Bachelor's degree (preferred), Paralegal certificate (preferred), 3+ years of relevant experience.

Min Salary/Max Salary
USD 32 to 47 Hourly

Additional info

specific duties and responsibilities include, but are not limited to, the following:

position responsibilities:

primary laterals:

review incoming firm wide attorney, paralegal and staff conflict check submission forms
create lateral folders
update lateral spreadsheets
communicate with recruiting/hr, attorneys and other department members regarding lateral intake
help maintain cross-reference database
run conflict reports, as needed
run and clear contract attorneys, as needed

primary new business:

monitor the bic inbox and respond to secretary, practice team assistant and attorney inquiries regarding the status and state of their requests
communicate with secretaries, practice team assistant, attorneys and other business professionals regarding new business
run conflict reports, as needed

operations:

process and quality control assigned intake review queue’s ensuring accurate and complete information for upload
assist with the review and filing of waiver and engagement letters
complete final party linking, as assigned

other:

provide training to all bic new hires on various systems and tasks as necessary
lead and manage bic system and information clean-up projects, providing direction and guidance to temporary resources to carry out and complete respective projects
understand the american bar association (aba) model rules of professional conduct as adopted in each state in which the firm maintains an office, and jurisdictional differences in all states, countries and practice areas in which the firm conducts business
conduct research projects as assigned relating to conflicts of interest, operations and project issues
conduct research projects on corporate affiliations and corporate relatedness
assist with ethical screen database clean up
all other duties as assigned or required

Company info
Apply for this Business Intake & Conflicts Specialist (Laterals) job

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